Description
Pay application summary, schedule of values for 12 billing periods, retainage on work and materials, change orders and payment log.
Who it’s for
General contractors and subcontractors who bill monthly by percent complete and want every period's history in the same file.
What’s inside
- Dashboard: Contract sum, % complete, billed, retainage held, payment due, paid, outstanding, pending change orders, progress by division
- Pay Application: Print-ready summary: original contract, change orders, completed & stored, retainage, previous certificates, current payment due
- Schedule of Values: Line items with 12 billing periods, previous / this period / total, % complete, balance to finish and retainage
- Change Orders: Change order log with status, approved and pending amounts and schedule impact
- Payments: Amount requested vs paid per application, days to pay and outstanding balance
- Settings: Project details, retainage %, current application, period dates, divisions
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
Not legal or accounting advice. Check the form your contract requires.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Construction Pay Application, Schedule of Values & Retainage Tracker on Gumroad
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